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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,116 | $47,944-14.2% | $67,834-39.4% | $62,881-34.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.29% | 11.77%-4.5pp | 138.47%-131.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,478 | $1,562-5.4% | $2,403-38.5% | $2,281-35.2% |
| Participant deferral / active EE | $2,688 | $2,247+19.7% | $3,160-14.9% | $3,203-16.1% |
| Admin fee / account holder | $7,561 | $3,712+103.7% | $4,622+63.6% | $4,296+76.0% |